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Over 108 reviews for
Farmington Hills Financial Advisors from people just like you.

" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Farmington Hills

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

green jewels

Make sure you secure and protect the physical assets of your loved ones with dementia.

Keep your grandparents from getting scammed by teaching them how to say no to phone, door and other solicitors.

Con artists count on older Americans to be nice and trusting, so teach your elderly loved ones how to protect themselves online, on the phone and at home

Courtney St. Onge, Charlotte community editor

North Carolina attorney general says if someone calls claiming to be from the IRS and says you'll be arrested if you don't pay right away, hang up immediately.


On this episode of the Chat with the Experts podcast, Pete the Planner joins us to talk about creating a budget, saving for your first home and much more.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in Farmington Hills


Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.

I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.

I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.

I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.

The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.


My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.

I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.

- George J.

I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.

was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!

Financial Advisors in Farmington Hills, MI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

5 Star Tax Solutions

19190 Greenfield Rd

AAA - Allen Park

3177 Fairlane Dr
Allen Park

AAA - Detroit W

7910 W Outer Dr

AAA - Downriver (Wyandotte)

2903 Fort St

AAA Insurance

41830 Garfield Road
Clinton Township

Accelerated Benefits

5880 Venture Drive

Affable Debt Consolidation

615 Woodward Avenue

Affordable Mortgage Lenders

645 Griswold Ave

AFS Taxsavers Inc

37895 Ann Arbor Rd

AIM Insurance Group

5455 Corporate Dr.

Allegiance Financial Group

36400 Woodward Ave Suite 215
Bloomfield Hills

Allegiant Capital, PLLC

6 Parklane Blvd. Suite 530

Allegiant Group Inc

189 W Clarkston Rd
Lake Orion



Bailey's Bookkeeping Service LLC

3069 Carpenter Rd

Best Choice Business

27406 Sutherland St

Bloomfield Insurance Group, LLC

1924 S. Telegraph Rd
Bloomfield Hills


22 Allison St

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brass Ring Wealth Management

7300 Dixie Hwy


New Hudson

Business Technology Management Inc.

17625 W. Seven Mile Road, Unit 35500

Calvert Planning Corp

77 E Long Lake Rd
Bloomfield Hills

Cambridge Investors

3001 W. Big Beaver Road

Chamberlain Warden

30200 Telegraph Rd. Suite 131
Bingham Farms

choice Debt Consolidation

34776 Van Dyke Ave

Clear Horizon Wealth Advisors

12455 Dix Toledo Rd.

Commercial Loan Funding Assistance LLC

6635 Coleman Street

Common Cents PC

8845 Ellis Rd

Convertino & Associates

424 N Main Street


1250 Kirts Blvd Suite 100

David J. Blatt Vice President Origen Home Loans

6230 Orchard Lake Road, Suite 270
West Bloomfield

Detroit Credit Repair

150 W Jefferson Ave

Detroit Payday Loan Service

139 Cadillac Square

Direct Financial, LLC

6001 N Adams Rd #205
Bloomfield Hills

Doyle & Associates PLLC

41800 W 11 Mile Rd

Dynamic Wealth Solutions LLC

23623 Farmington Rd. Suite E


100 E Big Beaver Road

Elite Inventory, LLC

6219 Pinewood Drive

Ensurance Plus

PO BOX 2001

Evolve Bank & Trust

707 East Maple Rd

Extra Credit Union

6611 Chicago Rd

F.A.T. Freedom

4/41 Meinzinger Ave.

FaireGlobal LLC

47086 Timberland Dr

Farmers Insurance Group.

859 S. Main St.


7500 E MI SR 36

Foresight Capital Management Advisors Inc

1705 Woodland Drive E

Franskoviak & Company P.C.

667 E Big Beaver Rd, Suite # 107

Freyman CPA, P.C.

40 Exchange Place Suite 1602


PO Box 2238

Great Lakes Mortgage Brokers, LLC

18877 W 10 Mile Road, Suite 250

GreenPath Debt Solutions - Corp HQ

36500 Corporate Dr
Farmington Hills

Greenport Advisors

306 N Ann Arbor Street

H&B Financial Group, Inc.

24255 W 13 Mile Rd

Harbor Light Planning LLC

42705 Grand River Ave Ste 201

Health Benefits USA

3896 Broken Oak
White Lake

HIA Financial

111 N Wing St

Hotel Liquidators

PO Box 250646


3090F Pullman St

Internal Tax Resolution of Michigan

39555 Orchard Hill Place, Suite # 600

IRS Tax Help Team

1201 S Beach Blvd


18255 Lindsay Street

Janz & Knight

300 E Long Lake Road
Bloomfield Hills

JNL Associates Inc.

18303 Beech Daly

John Potrzuski and Associates, LLC

47251 Josephine Ct
Shelby Township

Kennard Wealth Management

1925 Pauline Blvd
Ann Arbor

Kennedy Financial Group

201 W Big Beaver Rd

Lakeshore Accounting & Tax Services

16030 Michigan Ave Ste 2


848 Brickell Ave 603

Levanto Financial

5755 New King Dr

Lifetime Insurance Services

47630 Van Dyke Ave #226
Shelby Township

Lost Angels International, Inc.

1170 Peachtree Street NE

M. Turbow & Associates, L.L.C.

31275 Northwestern Hwy
Farmington Hills

McDonald Retirement Services

2381 Fort Street

McKim's IRS Tax Lawyers

114 East Washington Street
Ann Arbor

McLellan Financial Services

714 North Main Street Suite 101

Michigan Hispanic Chamber of Commerce

31455 Southfield Rd
Beverly Hills

Money Source Center

1328 South Main Street
Ann Arbor

Mos Group

101 West Big Beaver Rd., Suite 1400

Mr. Check/ Credit plus llc

24735 Van Dyke Ave
Center Line

MRPR Group

28411 Northwestern Highway

MRPR Group

28411 Northwestern Highway

Park Avenue Wealth Management, LLC

39209 Six Mile Rd

Primerica Financial Services

28221 Beck Rd

RAA Financial Services

18282 Westchester

RCR Development, LLC

PO Box 674
Keego Harbor

Reclaim Your Name FLT

19001 E. 8 Mile Road

Red Cedar Advisory, LLC

2609 Crooks Road #229

Romeo Accountants Inc

122 W Washington St

Secure Retirement Quests

2000 Town Center

Select Insurance Group

42199 Bradner Road


39111 W. Six Mile Rd. Ste. 114 & 116

Smart Tax Professional Services - CPA Firm

29200 Southfield Road Suite 112

State Farm - Doug Parrish

4211 Old Canton Center Road

streamline Debt Consolidation

streamline Debt Consolidation

Summit Financial Consulting

43409 Schoenherr Road

TAMMA Capital

Commerce Township

Tandem Federal Credit Union

21043 Mound Rd

Taxation Solutions, Inc.

100 W Big Beaver Rd Ste 200, PMB #132

Tellis & Company PLLC

15 E. Kirby Street

The Affinity Group of Companies

461 S Main St

The Cameron Group of MI LLC

91 N Saginaw St

The JW Team at Royal Securities Co.

4095 Chicago Dr SW Ste 120

The Motor City IRS Tax Experts

2760 East Jefferson Avenue

The Mutual Fund Store

17915 Haggerty Road

The Mutual Fund Store

35744 Van Dyke Ave.
Sterling Heights

The Mutual Fund Store

2723 South State Street, Suite 150
Ann Arbor

The Ron Steffens Agency

50798 Romeo Plank Rd.

The Rutan Group

21 Kercheval Ave
Grosse Pointe

tip top Debt Consolidation

322 South State Street

Trusted Business Advisors

24824 Rosalind Avenue

Underhill David S

1894 11 Mile Rd

United Gold Direct

2945 Townsgate Road

Universal Coin Laundry Machinery LLC

30301 Woodward Ave
Royal Oak

White Financial, LLC

6022 W. Maple Road Suite #403
West Bloomfield

Wm J. Cartwright, CPA

29193 Northwestern Hwy

Wolf Tax Consultants

32440 Franklin Rd

Yeo & Yeo CPAs & Business Consultants

455 E. Eisenhower Pkwy.
Ann Arbor

Yeo & Yeo CPAs & Business Consultants

691 N. Squirrel Rd.
Auburn Hills

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